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Financial Cents
Practice management software for accounting firms
Recommended
Jessica F.
Accounting, 1-10 employees
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Making the swap over from Asana. Really excited to have an all-in-one solution specific to bookkeeping. FinancialCents will combine multiple software we currently use (asana, boomerang, lastpass, etc). We are always looking for ways to efficiently get our work done, FinancialCents was the obvious next step. The AI emails is extremely helpful, along with auto email sending once a task is completed. Automation is key.
FinancialCents is continuously making changes based on feedback from it's users. At this point I have no complaints.
Leanne S.
Accounting, 1-10 employees
Used daily for less than 6 months
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It is specifically for Accountants and Bookkeepers and focuses on our business needs. This makes it simpler to use and get up and running quickly. Support has been responsive and personal.
* The ability to request information from clients on a regular schedule and send automatic reminders. * Ease of template creation and use. * Client information in one secure place * More than one contact can be stored on the client file * Support is great!
* Priorities for Projects and tasks would be great * Ability to request client tasks from more than one contact on the same task - I believe this is coming soon. * More column options on the List View Dashboard * Ability to bulk edit due dates and assignees * Able to manually edit the timer within the project/task ie. when I forget to start or stop it